Assets by plan
Share of aggregate retirement assets
79%top
Share of aggregate retirement assets
Active + retired + deferred vested
401k
CashBalance
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WINGATE, RUSSOTTI, SHAPIRO, MOSES & HALPERIN, LLP 401(K) PROFIT SHARING PLAN | 401k | $19.4M | 108 | 2024 | |
| 002 | WINGATE, RUSSOTTI, SHAPIRO & HALPERIN, LLP CASH BALANCE PLAN AND TRUST | CashBalance | $5.2M | 64 | 2024 |